HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1484205
LONG BEACH, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$20,929
-$541 QoQ
Shares Held
492
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,929 | 492 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,470 | 492 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,678 | 492 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||